Difference between revisions of "How do I Set a Delivery Schedule for Logistics Jobs?"

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(Created page with "{{Incomplete}} == Summary == This article will explain how to set a Delivery Schedule in {{TI}} jobs. == More Information == In order to add a delivery schedule to a logistics j...")
 
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{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
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This article will explain how to set a Delivery Schedule in {{TI}} jobs.
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This article will explain how to enter a Delivery Schedule against {{TI}} jobs.
  
 
== More Information ==
 
== More Information ==
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In order to add a delivery schedule to a logistics job you will need to:
 
 
* Go to {{Menu|{{TI}}|Job Planning}}.
 
* Go to {{Menu|{{TI}}|Job Planning}}.
  
 
=== Existing Job ===
 
=== Existing Job ===
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* Press {{KeyPress|F9}} and fill in the search criteria.
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* Go to {{Menu|{{TI}}|Job Planning}}
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* Click on {{Button|Search}}. This will list jobs that match the search criteria.
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* Click {{Button|Advanced}} or press {{KeyPress|F9}} and fill in the search criteria.
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* Click {{Button|Edit}} or press {{KeyPress|F5}} against the relevant job. This will take you to the '''"Job Properties"'''.
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* Click on {{Button|Search}}.
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* Under the ''"Job information"'' click on the {{DataPrompt|Delivery:}} field.
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* Locate the job to amend and click {{Button|Edit}} or press {{KeyPress|F5}}.
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* Click {{Button|Con}} or press {{KeyPress|F5}}.
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* Locate the {{DataPrompt|Deliver}} section on the right hand side of the ticket.  
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* A pop up screen with ''"Contact properties: Deliver"'' will appear, it will be here where you schedule the job.
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* Click {{Button|Con}}.
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** Against {{DataPrompt|Arranged date:}} enter the {{DataValue|date}} for the delivery. '''(i.e. DD/MM/CCYY)'''.
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* Complete the contact details and opening times for the business, if required.
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** Against {{DataPrompt|Arranged time:}} enter the {{DataValue|time}} for the delivery. '''(i.e. hh:mm)'''.
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* Enter the arrangements for date and time of delivery.
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*Once Happy click {{Button|Close}}.
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* Click {{Button|Close}}.
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* Press {{KeyPress|Esc}} or click {{Button|Done}}, then click {{Button|Accept}} to save the changes.
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* Click {{Button|Done}} and {{Button|Accept}} to save the changes.
  
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{{Tip|text=Also in the ''"Contact Properties"'' you can enter a {{DataPrompt|Contact:}}, {{DataPrompt|Phone:}}, {{DataPrompt|Opening time:}} and {{DataPrompt|Closing time:}}. It is also possible to enter all the same details for a Collection Contact.}}
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If your drivers are using {{PO}} they will see the time displayed against their jobs.
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{{Tip|text=You may also complete contact details for the {{DataPrompt|Collection}} section of your ticket if you wish.}}
  
 
=== New Job ===
 
=== New Job ===
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* Press {{KeyPress|F6}}. This will take you to the ''"Job Properties"'' screen.
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To enter a Delivery Schedule for a new job, first create the ticket following this guide [[How do I create a logistics job?]]
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* Add the relevant information to the logistics job, i.e. [[Do I have to remember all these Account Codes?|Customer]], Job No., Order No., Rate, Quantity, Collection and Delivery details.
 
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* Under the ''"Job information"'' click on the {{DataPrompt|Delivery:}} field.
 
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* Click {{Button|Con}} or press {{KeyPress|F5}}.
 
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* A pop up screen with ''"Contact properties: Deliver"'' will appear, it will be here where you schedule the job.
 
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** Against {{DataPrompt|Arranged date:}} enter the {{DataValue|date}} for the delivery. '''(i.e. DD/MM/CCYY)'''.
 
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** Against {{DataPrompt|Arranged time:}} enter the {{DataValue|time}} for the delivery. '''(i.e. hh:mm)'''.
 
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*Once Happy click {{Button|Close}}.
 
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* Press {{KeyPress|Esc}} or click {{Button|Done}}, then click {{Button|Accept}} to save the changes.
 
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{{Tip|text=Also in the ''"Contact Properties"'' you can enter a {{DataPrompt|Contact:}}, {{DataPrompt|Phone:}}, {{DataPrompt|Opening time:}} and {{DataPrompt|Closing time:}}. It is also possible to enter all the same details for a Collection Contact.}}
 
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== See also ==
 
== See also ==
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* [[Recommended Logistics Planning Routines]]
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* [[Recommended logistics management planning routines]]
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* [[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
  
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{{KB_Tags|Add, Assign, Set, Collection, Delivery, Schedule, Date, Time, Logistic, logistics, Job, Jobs, Various, Contact, Phone, Opening, Closing, Times}}
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{{KB_Tags|add, assign, set, collection, delivery, schedule, scheduling, date, time, logistic, logistics, job, jobs, contact, phone, opening, closing, times}}
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{{KB_TI}}
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{{How}}{{KB_TI}}

Latest revision as of 09:28, 30 January 2024

Summary

This article will explain how to enter a Delivery Schedule against Logistics Management jobs.

More Information

Existing Job

  • Go to " Logistics Management Job Planning"
  • Click [Advanced] or press <F9> and fill in the search criteria.
  • Click on [Search].
  • Locate the job to amend and click [Edit] or press <F5>.
  • Locate the "Deliver" section on the right hand side of the ticket.
  • Click [Con].
  • Complete the contact details and opening times for the business, if required.
  • Enter the arrangements for date and time of delivery.
  • Click [Close].
  • Click [Done] and [Accept] to save the changes.

If your drivers are using Purchase Order Processing they will see the time displayed against their jobs.

You may also complete contact details for the "Collection" section of your ticket if you wish.

New Job

To enter a Delivery Schedule for a new job, first create the ticket following this guide How do I create a logistics job?

See also


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Keywords AND Misspellings
add, assign, set, collection, delivery, schedule, scheduling, date, time, logistic, logistics, job, jobs, contact, phone, opening, closing, times
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